Saved Searches in Portfolio Planning

This introduction article will help technicians to view and access saved searches in the appropriate Portfolio Planning application using the Work Management (TDNext) interface. The user must have access to Work Management plus the specific Project application.

Overview

Searches can be created to allow users to access and share informative sets of project request results in Portfolio Planning. Searches can be saved for future use and marked as 'Global' to allow others to access the search.  Searches provide a simple alternative to creating custom reports on project requests.

The list of all these searches can be viewed in Work Management by navigating to a Portfolio Planning application. This displays all Portfolio Planning searches that you have created, or that have been marked as Global by another user in your organization.

Where to Find This

This feature appears in the

Work Management interface in the Portfolio Planning application.

Portfolio Planning is where portfolio managers and subject matter experts review and approve project requests.

Navigate to Portfolio Planning Searches by following this path:

  • Work Management > View Applications > Portfolio Planning

Using Saved Searches in Portfolio Planning

To make project request searches more efficient, Portfolio Planning users may save their search criteria to easily access a particular search at a later point. All custom searches, whether they are marked global or private and regardless of ownership, will be saved in the Project Requests folder in the left navigation pane of Portfolio Planning.

To add a saved search:

  1. In Work Management, navigate to View Applications, and select the Portfolio Planning application.
  2. Click the Project Requests link in the left navigation.
  3. Click the Filter icon in the toolbar.
  4. Select your filter criteria from the General section.
  5. Scroll down the filter panel and click to expand the Dates, Impacts, Scoring, or Custom Fields sections, and add any criteria.
  6. Use the Layout section to alter the columns used and their order.
  7. Click the Apply button at the top of the filter list.
  8. Click the + New Saved Search button.
  9. In the Save Project Request Search popup window, enter a search name in the Save As field.
  10. If you are using a current saved search, choose whether to overwrite the current search or create a new one.
  11. To make the search accessible to all users, click the Global checkbox.  This is only available to users who have the security role permission to create Global Searches.
  12. Select Show in Navigator to add to the left navigation under Project Requests.
  13. Click the Save button.

To access all saved searches available to you:

  1. In Work Management, click View Applications > Portfolio Planning.
  2. Click the Project Requests link in the left navigation.
  3. Click My Saved Searches in the toolbar.

If you make changes to a saved search, save it again. When doing so, you can overwrite the search and/or make it global to the application.

Deleting Saved Searches

Portfolio Planning users can delete a saved search they have created.

To delete a saved search:

  1. In Work Management, click View Applications > Portfolio Planning.
  2. Click the Project Requests link in the left navigation.
  3. Click Edit Saved Searches in the toolbar.
  4. Click the Delete link to the right of the search you’d like to remove and confirm.

Examples

A PMO manager wants to show a list of requests that have a workflow step responsibility for their team.

A portfolio manager wants to share a list of unsubmitted project requests with everyone who uses the Portfolio Planning application.

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